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iShares Preferred and Income Securities ETF

965 hedge funds and large institutions have $5.06B invested in iShares Preferred and Income Securities ETF in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 374 increasing their positions, 354 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $5.51B → $5.06B (-$450M)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

16% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 91

Holders
965
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.81M
Puts
$7.9M
Net Calls
Net Calls Change

Top Buyers

1 +$11.1M
2 +$10.6M
3 +$9.09M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.7M
5
CC
Centiva Capital
New York
+$7.29M

Top Sellers

1 -$64.7M
2 -$54.1M
3 -$33.6M
4
OPAM
Ocean Park Asset Management
California
-$26.9M
5
Cohen & Steers
Cohen & Steers
New York
-$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FAT
151
First American Trust
California
$3.59M
IAN
152
Integrated Advisors Network
Texas
$3.56M
CB
153
Community Bank
New York
$3.45M
DLCIG
154
D.L. Carlson Investment Group
New Hampshire
$3.44M
WAS
155
Wealth Advisory Solutions
Indiana
$3.42M
SF
156
Summit Financial
New Jersey
$3.39M
RA
157
RFG Advisory
Alabama
$3.39M
SDAM
158
Shulman DeMeo Asset Management
New York
$3.37M
AWA
159
Arkadios Wealth Advisors
Georgia
$3.36M
IFPG
160
Intrepid Financial Planning Group
Indiana
$3.36M
HFRG
161
Houlihan Financial Resource Group
Virginia
$3.32M
CIA
162
Concurrent Investment Advisors
Florida
$3.25M
SAM
163
SP Asset Management
California
$3.25M
ONB
164
Old National Bancorp
Indiana
$3.25M
PA
165
Parallel Advisors
California
$3.22M
IAS
166
Insigneo Advisory Services
Florida
$3.21M
AFA
167
Amicus Financial Advisors
Texas
$3.19M
MF
168
Montis Financial
Massachusetts
$3.17M
MYIA
169
Mount Yale Investment Advisors
Colorado
$3.16M
PCP
170
Proficio Capital Partners
Massachusetts
$3.14M
WPW
171
Winthrop Partners - WNY
New York
$3.11M
AGA
172
Arkos Global Advisors
Texas
$3.1M
AWM
173
Aprio Wealth Management
Georgia
$3.08M
AWA
174
Aletheian Wealth Advisors
Washington
$3.04M
CSP
175
Cary Street Partners
Virginia
$3.04M